🍿 2022-04-07 14:10:00 - Paris/France.
Palibe kukana Walt DisneyKukhazikitsidwa kwakumapeto kwa 2019 kwa Disney + ndi (DIS -2,25%) ndikomwe kumayambitsa kukonzanso kwamakampani azosangalatsa. akukhamukira. Kwa zaka, Netflix (NFLX -3,10%) anali yekhayo wosewera mpira mu makampani. Disney + ikatsimikizira kuti pali malo opitilira m'modzi, idalimbikitsa ena AT&T (T 0,59%) ndi Padziko Lonse (PARA -2,69%) kuti apite patsogolo ndi ntchito zawo za akukhamukira HBO Max ndi Paramount +, motsatana.
Chodabwitsa kwambiri ndi zochitika za mpikisano wochuluka zomwe zikubwera mofulumira kwambiri, komabe, pali zizindikiro kuti Walt Disney sakupanga mtundu wa WOW zinachitikira makasitomala akukhamukira zomwe mtundu wa Disney umadziwika bwino. Sizingakhale bwino kuti osunga ndalama ayambe kufunsa mafunso ovuta momwe kampaniyo ikukonzekera kuthetsa vutoli.
Kukhulupirika kotentha kwa Disney +
Osadzilakwitsa. Pali umboni wopitilira pang'ono wosonyeza kuti Disney + ndiyojambula yayikulu. Chachikulu mwa izi ndi olembetsa omwe amalipira 129,8 miliyoni poyerekeza ndi omwe sanakhalepo zaka ziwiri zapitazo. Izi zimamuyika kachiwiri Netflix, yomwe ili ndi makasitomala pafupifupi 222 miliyoni, koma zidatenga zaka zopitilira khumi kuti zipeze ogwiritsa ntchito.
Pamapeto pake, mamembala a Disney + omwe amalembetsanso ntchito zina kuchokera akukhamukira omwe adachita chidwi kwambiri ndi Disney +.
Kampani yofufuza zamsika ya AudienceProject ili ndi zambiri. Kutengera kafukufuku waposachedwa wa anthu opitilira 1 aku US, deta ya AudienceProject ikuwonetsa izi Netflix ndiye nsanja yapadziko lonse lapansi yomwe imakonda kwambiri makanema. Opitilira 90% mwa omwe adafunsidwa akuti amalembetsa, ndipo kuposa pamenepo, 50% mwa ogulawo adati amakonda. Netflix ku zosankha zina za akukhamukira.
Ndi zotsatira zomwe zili kumapeto ena a funso lachiwiri zomwe ziri zodabwitsa komanso zodabwitsa. Ngakhale 83% ya omwe adafunsidwa akuti ndi makasitomala a Disney +, 9% yokha - zotsatira zotsika kwambiri za kafukufukuyu - akuti angakonde kuwonera Disney + kuposa ntchito yopikisana yomwe akufuna. HBO Max, Disney's Hulu ndi Amazon ( AMZN -3,23%) Malipiro onse amagwera penapake pakati pa zovuta ziwirizi.
Tanthauzo lake ndikuti ngati ndalama / kukwanitsa kumakhala nkhawa ndipo ogula ayamba kudula ndalama zawo, Disney + ikhoza kungokhala imodzi mwazabwino zomwe angasankhe kusiya.
Ngakhale uthenga wabwino uli ndi kuipa kwake
Si nkhani zonse zoipa. Ngakhale Disney + ikugwira ntchito momveka bwino m'mphepete mwa mwambi, olembetsa ake amayamikira mwayi wopeza mapulogalamu oyambirira. Kafukufuku wina wopangidwa ndi Diesel Labs akuwonetsa kuti pomwe Disney amangowerengera 5% yazinthu zoyambirira mkati akukhamukira ya chaka chatha kwa makampani onse atolankhani mu akukhamukira, zomwe zili mkati mwake zidapanga 29% ya makanema omvera mkati akukhamukira pama social media. Netflix adangopeza 35% yokha yamasewera ochezera ngakhale adapereka 57% yazoyambira zamakampani akukhamukira.
Chifukwa chake, sizosadabwitsa kudziwa kuti Disney's churn rate - kuletsa kwathunthu kuthetsedwa ndi kusaina kwatsopano - ndi imodzi mwazotsika kwambiri pamsika. Kampani yofufuza msika wa TV ya Antenna inanena kuti Disney + idangogulitsa 4,3% yokha yamakasitomala ake onse mu Disembala chaka chatha, poyerekeza ndi 5,6% ya HBO Max. Mtengo wa churn wa Paramount + unali 5,9% mwezi womwewo.
Kafukufuku wa Hub Entertainment akuwonjezera kuti 12% ya ogula aku US omwe adakhamukira ndikusaina Disney + chaka chatha adangowonera kanema kapena kanema. Kugunda mapulogalamu ngati Mandalorian ndi Disney's Marvel superhero zoperekedwa ndizokopa zazikulu mwa iwo okha.
Pali zovuta pazamphamvuzi, komabe: olembetsawa akangowona chiwonetserochi, amaletsa ntchito yawo mosavuta.
Kuti izi zitheke, zambiri zochokera ku Antenna zikuwonetsa kuti Walt Disney's churn ndi Disney + idakula pang'onopang'ono theka lachiwiri la chaka chatha pomwe dziko lidayamba kutuluka ku mliri wake. Deloitte akukayikira kuti kuchuluka kwa churn kwa bizinesi yonse ya akukhamukira zitha kuchulukitsidwa chaka chino potsatira kuletsa kwakukulu. Onse, kampani akuwopa kuti 150 miliyoni makasitomala a akukhamukira padziko lonse lapansi adayimitsa zolembetsa zawo mu 2022, zomwe zidapangitsa kuti ziwongoleredwe ziwonjezeke.
Ndipo ndipamene nugget ina ya data kuchokera ku Hub Entertainment Research imakhala yowopsa pang'ono. Kafukufuku wa kampaniyo amafunsa olembetsa kuti akukhamukira ntchito zanji akukhamukira akanasunga ngati akanangosunga zisanu. Anthu azaka za 16-34 adakhala nawo Netflix, Hulu ndi Prime pamwamba pa Disney +. Gulu lazaka 35+ silinayike Disney + m'magulu awo asanu apamwamba konse. Komabe, mofanana ndi anzawo achichepere, khamu lachikulire limeneli linatchula dzina Netflix monga kusankha kwawo koyamba.
Mwadzidzidzi, ultra-low churn of Netflix ya 2,2% ndipo zokonda zake zapamwamba ndizomveka.
Kuwonera kupita patsogolo
Izi mwazokha si chifukwa chotaya magawo anu a Disney. Mabizinesi onse amayendetsa mabizinesi mosasamala nthawi ndi nthawi, ndipo Walt Disney akukonzekera Zoyambira zambiri zomwe olembetsa a Disney + amawakonda. Kampaniyo idalengeza kumapeto kwa chaka chatha kuti ikufuna kugwiritsa ntchito $8 biliyoni yochulukirapo pazinthu zomwe zili mu 2022 kuposa mu 2021, zomwe zidabweretsa $33 biliyoni. Izi zithandizadi kupanga Disney + kukhala ntchito ya akukhamukira zomata kwambiri.
Komabe, ndivuto lomwe onse omwe ali ndi Disney ayenera kuyang'anitsitsa. Wofalitsa wamkulu wapa media akupanga kubetcha kwakukulu pa akukhamukira zambiri komanso pa Disney + makamaka. Iye sangakwanitsedi kuchita zolakwika.
Nkhaniyi ikuimira maganizo a mlembi, amene sangagwirizane ndi "boma" kuvomereza udindo wa mkulu-mapeto malangizo utumiki Motley Fool. Ndife amitundumitundu! Kutsutsa malingaliro oyika ndalama - ngakhale imodzi yathu - imatithandiza tonse kuganiza mozama za kuyika ndalama ndikupanga zisankho zomwe zimatithandiza kukhala anzeru, osangalala, komanso olemera.
SOURCE: Ndemanga za News
Osazengereza kugawana nawo nkhani yathu pamasamba ochezera kuti atilimbikitse. 😍